capital intensity
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 16, 2024 by Shardul Shah · across every show →
Everything said about capital intensity, oldest first
Sep 16, 2024 negative
Shah: Misjudging capital intensity caused his biggest investment failures
“And so I overestimated like uncapped market upside, underestimated the capital intensity of a company. Voted in favor with high conviction on the investment, and yeah, I think one of my partners is doing a great job of finding a path to, you know, returning ca…”